PROFESSIONAL BACKGROUND
The earliest lesson about the value of money happened to me when I was around six years old. On an ordinary summer Saturday, my father and I were picking up and throwing away papers and trash in our backyard. While doing so, I found a penny on the ground and with little thought, I threw it into the waste can with the rest of the trash. Immediately, my father noticed and questioned me on my actions, and my response was, "it is just a penny." Like a movie script, later that same day my brother and I accompanied my father to a car parts store as we did a lot of weekends back in those days. As we approached the counter, I noticed a candy machine that sold gumballs for a penny. As I turned to my father to ask for some change to purchase a gumball, before the words even exited from out of my mouth, my father said to me, "I bet you wish you had that penny now!" That was a hard lesson to learn for a six-year-old child. It hit even harder as my brother sat next to me on the ride home happily chomping on his penny gumball smiling at me through his blue, stained teeth.
I am a planner by nature, and the experiences of my blue-collar upbringing fueled my lifelong interest in budgeting, saving, and investing for the future. That passion ultimately led me to my career in the financial industry. Today, I am lucky enough to help hundreds of clients with the investment goals most important to them and their families. This is our commitment to our clients. It is our focus to make sure your goals are understood, and you are informed about the options available to you.
PERSONAL LIFE
Although I have been fortunate to build a successful career in business and the financial industry, my proudest accomplishment is my marriage to my wife, Jodi. Together, we have raised two wonderful sons and have been blessed to welcome two daughters-in-law and our first grandchild into the family. Because family means so much to me, I understand how important it is to provide guidance that reflects what matters most to you and your loved ones.
CLIENT COMMITMENT
What financial questions keep you up at night? When can I retire? Will I have enough for retirement? Am I saving enough? Are my investments aligned with my risk tolerance? How do my investments affect my taxes now and in the future? When should I begin taking Social Security? How should I save for my children's college education? How can I better understand my Medicare options? Whatever your questions may be, we are here to help provide answers.
Please contact us to discuss your unique situation and the options available to you. We are grateful for the opportunity to serve our clients and our community.